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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

BRIAN JOSEPH VISCONTI

Advisor at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

FLORHAM PARK, NJ | Tampa, FL

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Search this name across graphsid dfx:ria:38b0c13e-e282-3f82-245e-dc6373a14c50

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 30, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 2, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 4
Exams: S63|S66
First exam: Jul 2, 2011
First registration: Apr 30, 2012
Dual registered: yes, broker-dealer
Other names: BRIAN JOSEPH VISCONTI
IAPD individual key: 5851551

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC	Independent wealth	Mar 8, 2022	n/a	yes	FLORHAM PARK, NJ\|Tampa, FL	Current employment
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	May 29, 2020	Mar 25, 2022	no	TAMPA, FL\|TAMPA, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 5, 2017	May 27, 2020	no	WILTON, CT\|PURCHASE, NY\|WHITE PLAINS, NY\|NORWALK, CT\|NORWALK, CT\|MELVILLE, NY\|NORWALK, CT	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 26, 2013	Oct 11, 2017	no	NANUET, NY\|IRONDEQUOIT, NY\|PEARL RIVER, NY\|NEW CITY, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 3, 2013	Sep 26, 2013	no	NEW CITY, NY	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Apr 8, 2013	no	KATONAH, NY\|SOMERS, NY\|SOMERS, NY\|PEEKSKILL, NY\|YORKTOWN HEIGHTS, NY	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Apr 30, 2012	Oct 1, 2012	no	SOMERS, NY\|SOMERS, NY\|BALDWIN PLACE, NY\|KATONAH, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES & ASSOCIATES, INC.	JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC	Mar 25, 2022	Mar 8, 2022	-17	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	RAYMOND JAMES & ASSOCIATES, INC.	May 27, 2020	May 29, 2020	2	Firm change	Wirehouse to ibd
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Oct 11, 2017	Oct 5, 2017	-6	Firm change	Wirehouse to wirehouse
WELLS FARGO ADVISORS	J.P. MORGAN SECURITIES LLC	Sep 26, 2013	Sep 26, 2013	0	Firm change	Wirehouse to wirehouse
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Apr 8, 2013	Apr 3, 2013	-5	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
79:19616:NY:2017-10-11	Oct 11, 2017	Oct 5, 2017	NEW CITY, NY	Firm change

Relationships

Registered with (5)

→ JEFFREY MATTHEWS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 8, 2022 to presentfactForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
May 29, 2020 to Mar 25, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 5, 2017 to May 27, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 26, 2013 to Oct 11, 2017factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Apr 30, 2012 to Oct 1, 2012factForm ADV

Dated events

Occurred
Mar 25, 2022
Advisor changed firm
Brian Joseph Visconti left Raymond James & Associates, Inc. for Jeffrey Matthews Wealth Management, Llc (registered 2022-03-08)
Form ADVobserved 5 days ago